Some planners using Rico also use 12d Synergy. The following article details how these two products can work best alongside each other.

As pictured below, Rico focuses on drafting reports, while Synergy focuses on the review stage.

Use Rico to draft documents then check these into Synergy for review

We suggest you use Rico to draft reports up to the point of handing off a project for review. Then it can be downloaded and checked into Synergy where you can continue with the review process.

Updating Rico with changes made in Synergy

If significant changes to your report are made during review, you may wish to have these updated in Rico so they can be imported into future jobs.

This can be done, but it does require you to manually update these in Rico. Whether you go back into Rico to make changes is a matter of whether you think it’s worth it, we have the following guidance:

• You don't need to update in Rico when the change is specific to a project or minor. This is because the import function is generally only a starting point for future assessments which you then adapt to the job at hand.

• Best to update in Rico when the change is a major or applies to core/common assessments. This is because it could create a better starting point for future projects or correct an error that could affect future projects.